Mount Yale Investment Advisors’s Watts Water Technologies WTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,531
+319
| +26% | +$78.4K | 0.03% | 405 |
|
|
2025
Q1 | $247K | Sell |
1,212
-2,278
| -65% | -$465K | 0.02% | 479 |
|
|
2024
Q4 | $710K | Sell |
3,490
-13
| -0.4% | -$2.64K | 0.06% | 272 |
|
|
2024
Q3 | $726K | Sell |
3,503
-209
| -6% | -$43.3K | 0.07% | 260 |
|
|
2024
Q2 | $681K | Sell |
3,712
-139
| -4% | -$25.5K | 0.05% | 280 |
|
|
2024
Q1 | $819K | Sell |
3,851
-144
| -4% | -$30.6K | 0.06% | 262 |
|
|
2023
Q4 | $832K | Buy |
+3,995
| New | +$832K | 0.08% | 229 |
|